• Categories:Industry News
• Time of issue:2022-05-09

(Summary description)      In a recent blog post, Stefan Pongratz, vice president and analyst at Dell 'Oro Group, a market research firm, analyzed the evolution of the global MMW 5G NR market.       Preliminary findings suggest that 5G NR millimeter-wave investment improved in the fourth quarter of 2021, but not enough to change the momentum for the full year, he wrote. After two years of exponential growth, MILLImeter-wave revenue grew by 15%-20% in 2021, pushing 5G NR millimeter-wave to account for 1%-2% of sub-6ghz and millimeter-wave RAN revenue.       While investment in MILLImeter-wave NR has largely surprised compared to what was expected three or four years ago, millimeter-wave RAN revenues have fallen short of Dell 'Oro Group's expectations at the start of the year. Still, Dell 'Oro Group is not worried about the slowdown and the impact on the long-term business case, but rather sees it more as a short-term calibration, reflecting the fact that the sub-6ghz spectrum still provides the most compelling RAN economics.       Other MILLImeter-wave technology highlights in this 4Q 2021 and quinquennial RAN Market Report include:       · Ericsson leads the millimeter-wave RAN market;       · The mismatch between capital expenditure and data consumption when comparing the sub-6ghz and MILLImeter-wave spectrum will evolve over time -- global 5G NR millimeter-wave revenues are expected to reach $1 billion to $2 billion by 2026.       · Mobile services remain the main focus; however, advances in gNB and repeater technology are expected to improve the FWA business case.